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Swan Global Management Landing Page2017-08-08T12:04:24+00:00
Swan Glob­al Man­age­ment advis­es on the pro­pri­etary Defined Risk Strat­e­gy (DRS).
Swan Glob­al Invest­ments, LLC, Swan Cap­i­tal Man­age­ment, LLC, Swan Glob­al Man­age­ment, LLC and Swan Wealth Man­age­ment, LLC are affil­i­at­ed enti­ties.


We devel­oped the Defined Risk Strat­e­gy in 1997 as a way to offer our clients a dis­tinc­tive, inno­v­a­tive tool for min­i­miz­ing mar­ket risk. The strat­e­gy is designed to pro­tect investor port­fo­lios from large mar­ket declines. We pur­sue this goal through a rules-based, active­ly man­aged hedged equi­ty invest­ment process.

Learn More About the Defined Risk Strat­e­gy


Tele­phone: 970–382-8901
370 Har­bour Dri­ve,
Pal­mas Del Mar Humacao,
Puer­to Rico, 00791